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Wells Fargo

2,552 hedge funds and large institutions have $181B invested in Wells Fargo in 2025 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 978 increasing their positions, 1,005 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 154

1.32% more ownership

Funds ownership: 75.89%77.21% (+1.3%)

1% more capital invested

Capital invested by funds: $178B → $181B (+$2.58B)

0% less funds holding

Funds holding: 2,5572,552 (-5)

3% less repeat investments, than reductions

Existing positions increased: 978 | Existing positions reduced: 1,005

6% less call options, than puts

Call options by funds: $3.78B | Put options by funds: $4.03B

6% less funds holding in top 10

Funds holding in top 10: 8883 (-5)

Holders
2,552
Holders Change
-5
Holders Change %
-0.2%
% of All Funds
34.21%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.11%
New
190
Increased
978
Reduced
1,005
Closed
154
Calls
$3.78B
Puts
$4.03B
Net Calls
-$250M
Net Calls Change
-$899M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2401
Financial Management Professionals
Texas
$51.4K -$4.36K -58 -7%
PPA
2402
Painted Porch Advisors
California
$50.6K
HCA
2403
Harbor Capital Advisors
Illinois
$49K +$38.5K +513 +297%
XC
2404
XY Capital
Hong Kong
$47.2K -$18.6K -248 -27%
RFS
2405
Richardson Financial Services
Massachusetts
$46.9K -$24K -320 -33%
FGA
2406
Fortis Group Advisors
New Jersey
$44.5K
AWM
2407
AllSquare Wealth Management
New York
$43.1K
Aristotle Capital Management
2408
Aristotle Capital Management
California
$43.1K
FWM
2409
FSA Wealth Management
Massachusetts
$43K
OWA
2410
Opal Wealth Advisors
New York
$42.9K +$44.9K +598 New
BI
2411
Binnacle Investments
Iowa
$41.9K +$43.8K +583 New
HC
2412
Hurley Capital
New York
$41.7K
TWD
2413
True Wealth Design
Ohio
$41.3K +$12K +160 +38%
LC
2414
Lavaca Capital
Texas
$40.3K +$11.3K +150 +36%
MDA
2415
Minot DeBlois Advisors
Massachusetts
$40.1K
SJIM
2416
St. Johns Investment Management
Florida
$39.7K
BOJHT
2417
Bank of Jackson Hole Trust
Wyoming
$39.6K -$17K -227 -31%
DF
2418
Dunhill Financial
United Kingdom
$37.8K +$2.33K +31 +6%
HH
2419
HWG Holdings
Texas
$37.7K +$39.4K +525 New
BCPWM
2420
Bradley & Co Private Wealth Management
Florida
$37.4K -$976 -13 -2%
PPC
2421
Park Place Capital
Alabama
$35.9K -$9.38K -125 -20%
GWS
2422
Greykasell Wealth Strategies
California
$35.9K +$37.5K +500 New
BAM
2423
Byrne Asset Management
New Jersey
$35.2K -$36.8K -490 Closed
MFA
2424
McClarren Financial Advisors
Pennsylvania
$35K +$5.56K +74 +17%
HFS
2425
Hughes Financial Services
Virginia
$34.9K +$36.8K +490 New

WFC Hedge Fund Activity: Q1 2025 in Review

2,552 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2025, worth a combined $181B — up 1.4% from $178B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new WFC positions and 154 closed out — a net gain of 36 holders — while 978 added to existing stakes and 1,005 trimmed.

The largest buyer was Bank of America, adding an estimated $819M. The largest seller was Wellington Management Group, cutting an estimated $1.23B.

  • 2,552 institutional investors held Wells Fargo (WFC) as of Q1 2025, down from 2,557 in Q4 2024.
  • Funds reported $181B of Wells Fargo stock for Q1 2025, up 1.4% quarter-over-quarter.
  • 190 funds opened new Wells Fargo positions in Q1 2025 and 154 closed out, a net change of +36 holders.
  • The largest Wells Fargo buyer in Q1 2025 was Bank of America, an estimated $819M added.
  • The largest Wells Fargo seller in Q1 2025 was Wellington Management Group, an estimated $1.23B sold.

Based on aggregated 13F filings for Q1 2025.